Activity & To-Do List

InSched provides two views for tracking pending tasks: the Activity List (a read-only log of all activities) and the To-Do List (an interactive workflow tool for managing and completing tasks).

Activity List

The Activity List provides a read-only view of all activities across patients.

Accessing the Activity List

Select View > Activity List from the menu.

Activity Grid

The grid displays activities with columns including:

Column	Description
Summary	Brief description of the activity
Full Description	Detailed description
Create Date	When the activity was created
Date Completed	When the activity was finished

Additional system fields track the patient, plan, event, provider, assigned resource, action group, and other metadata.

To-Do List

The To-Do List is the primary tool for staff to manage their daily and weekly action items.

Accessing the To-Do List

Select View > To Do List from the menu.

Filtering

The To-Do List provides extensive filtering to focus on relevant tasks:

Date Range

Select a preset range or choose custom dates:

• This Week / Last Week / Today / This Month / Last Month / Manual Select
• Date From and Date To pickers for manual selection

Sort Order

Choose how tasks are organized:

• Date | Patient
• Patient | Date
• Action | Patient
• Stage | Patient

Staff Filters

Filter by staff involvement (each has a "Show All" option):

Filter	Description
Plan Type	Filter by treatment plan type
Action	Filter by specific action
Physician	Filter by physician
Office	Filter by office location
Nurse	Filter by nurse
Coordinator	Filter by coordinator
Assigned To	Filter by assigned staff member

Check Include Complete to show finished tasks alongside pending ones.

Working with Tasks

The To-Do grid shows tasks with key information:

Column	Description
New Complete	Check to mark a task as newly completed
Complete	Shows if the task was already completed
Full Name	Patient name
Date	Due date
Assigned To	Responsible staff member
Office	Office location
Physician / Coordinator / Nurse	Associated staff
Stage	Treatment plan stage
Action Name	The action to perform

Completing Tasks

1. Open the To-Do List
2. Filter to find your pending tasks
3. Check the New Complete checkbox for each task you've finished
4. Click Save or press F3 to save your changes

Editing Patient Information

Right-click a task row and select Edit Patient and Plan to open the patient record directly from the To-Do List.

Keyboard Shortcuts

Shortcut	Action
F3	Save changes
F5	Search / refresh the list